Equity Research Associate/Senior Associate, Diversified Financials
Core
Produce alpha-generating, high-conviction insights on Australian diversified financials companies through financial modelling, company analysis, and client engagement.
Role type
Associate/Senior Associate Equity Research Analyst
Builds
Investment recommendations, company updates, earnings reviews, and thematic research reports for institutional investors
Domain
Financial Services / Equity Research
Required skills
Financial modelling, Accounting analysis, Valuation, Fundamental research, Earnings forecasting, Financial statement analysis, Industry analysis, Data analysis
Preferred skills
Australian financial services landscape knowledge, Bloomberg/FactSet/Capital IQ proficiency, CFA progress
Technologies
Excel, PowerPoint, Bloomberg, FactSet, Capital IQ, Visible Alpha
Responsibilities
Maintain and enhance company financial models and valuation frameworks; Analyse financial statements, earnings releases, and regulatory filings; Monitor market developments and macroeconomic trends; Draft company updates, earnings reviews, and thematic research pieces; Participate in meetings with management teams and institutional investors; Respond to client requests for bespoke research and data
Seniority
Associate/Senior Associate, hands-on IC